Cambridge Investment Research, Inc. is dedicated to supporting independent financial professionals and helping them thrive. The Administrative Specialist will play a crucial role in facilitating client interactions and providing essential support to ensure smooth operations in a fast-paced environment.
Responsibilities
- Schedule impactful meetings with financial professionals to ensure efficient collaboration
- Communicate effectively through email, phone, and in-person interactions, building strong relationships along the way
- Manage multiple systems and stay on top of billed hours with precision and accuracy
- Collaborate with internal teams to identify and implement solutions that make a difference
Skills
- 1-2+ years of experience in administrative and/or support roles
- Effective communication skills through email, phone, and in-person interactions
- Ability to manage multiple systems and stay on top of billed hours with precision and accuracy
- Collaboration skills to work with internal teams to identify and implement solutions
- Financial Industry Experience
Benefits
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
Company Overview
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. It was founded in 1981, and is headquartered in Fairfield, Iowa, USA, with a workforce of 501-1000 employees. Its website is http://www.joincambridge.com.